In the early years of financial planning, the reality was that most advisors only needed one skill to be “successful”: …read more
Source:: Nerd’s Eye View
In the early years of financial planning, the reality was that most advisors only needed one skill to be “successful”: …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.